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IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+11.77%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$5.45B
AUM Growth
+$619M
Cap. Flow
+$147M
Cap. Flow %
2.69%
Top 10 Hldgs %
28.83%
Holding
615
New
30
Increased
85
Reduced
373
Closed
12

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$36M
2
PFE icon
Pfizer
PFE
+$35.9M
3
PEP icon
PepsiCo
PEP
+$29.2M
4
TXN icon
Texas Instruments
TXN
+$23.3M
5
SCHW
Charles Schwab
SCHW
+$15.8M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.72M
2
MSFT icon
Microsoft
MSFT
+$3.93M
3
KSU
Kansas City Southern
KSU
+$3.47M
4
ORCL icon
Oracle
ORCL
+$2.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Sector Composition

Rank Sector Weight
1 Technology 28.19%
2 Healthcare 13.26%
3 Financials 12.67%
4 Consumer Discretionary 12.61%
5 Communication Services 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEX icon
401
IDEX
IEX
$17.3B
$2.41M 0.04%
10,200
-176
-2% -$40K
IP icon
402
International Paper
IP
$22B
$2.4M 0.04%
51,157
-3,873
-7% -$191K
BILL icon
403
BILL Holdings
BILL
$4.78B
$2.4M 0.04%
+9,637
New +$2.72M
FDS icon
404
Factset
FDS
$10.2B
$2.4M 0.04%
4,929
– –
LKQ icon
405
LKQ Corp
LKQ
$6.29B
$2.38M 0.04%
39,662
+1,341
+3% +$75.7K
RJF icon
406
Raymond James Financial
RJF
$34B
$2.37M 0.04%
23,566
-486
-2% -$48K
MGM icon
407
MGM Resorts International
MGM
$11.2B
$2.37M 0.04%
52,701
– –
ALLY icon
408
Ally Financial
ALLY
$13.3B
$2.36M 0.04%
49,614
– –
CRL icon
409
Charles River Laboratories
CRL
$12.8B
$2.36M 0.04%
6,268
– –
SPLK
410
DELISTED
Splunk Inc
SPLK
$2.35M 0.04%
20,340
-251
-1% -$35.1K
CPAY icon
411
Corpay
CPAY
$25.7B
$2.33M 0.04%
10,411
– –
CINF icon
412
Cincinnati Financial
CINF
$27.1B
$2.33M 0.04%
20,421
-318
-2% -$37.6K
MKL icon
413
Markel Group
MKL
$23.2B
$2.31M 0.04%
1,875
– –
UDR icon
414
UDR
UDR
$12.3B
$2.31M 0.04%
38,485
-686
-2% -$38.6K
QRVO icon
415
Qorvo
QRVO
$8.74B
$2.29M 0.04%
14,670
-226
-2% -$35.9K
PODD icon
416
Insulet
PODD
$9.79B
$2.29M 0.04%
8,599
-128
-1% -$37.1K
CPT icon
417
Camden Property Trust
CPT
$11.3B
$2.28M 0.04%
12,754
– –
BKR icon
418
Baker Hughes
BKR
$61.1B
$2.26M 0.04%
94,094
+457
+0.5% +$11.3K
DELL icon
419
Dell
DELL
$293B
$2.26M 0.04%
40,293
-30,648
-43% -$1.71M
FANG icon
420
Diamondback Energy
FANG
$52.7B
$2.26M 0.04%
+20,917
New +$2.27M
FFIV icon
421
F5
FFIV
$22.7B
$2.25M 0.04%
9,207
-182
-2% -$40.4K
K
422
DELISTED
Kellanova
K
$2.24M 0.04%
37,098
-605
-2% -$35.7K
BIO icon
423
Bio-Rad Laboratories Class A
BIO
$9.42B
$2.24M 0.04%
2,967
-80
-3% -$59.9K
VTRS icon
424
Viatris
VTRS
$18.9B
$2.22M 0.04%
163,887
-3,631
-2% -$48.5K
JBHT icon
425
JB Hunt Transport Services
JBHT
$25.2B
$2.21M 0.04%
10,828
-217
-2% -$41.7K
15 16
17
18 19

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UM
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FCAS
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RFC
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GF
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NMO
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IFM Investors's Q4 2021 Portfolio in Review

As of Q4 2021, IFM Investors held 615 positions worth $5.45B, up 13% from $4.83B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors's Q4 2021 filing shows 30 new, 85 increased, 373 reduced and 12 closed positions. Its largest new stake was Salesforce: 128,207 shares worth $32.6M. The largest sale was Apple, an estimated $6.72M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • IFM Investors's largest Q4 2021 buy was Salesforce: 128,207 shares worth $32.6M.
  • IFM Investors added most to Sea Limited in Q4 2021, an estimated $2.9M increase.
  • IFM Investors's biggest Q4 2021 reduction was Apple, cutting an estimated $6.72M.
  • IFM Investors fully exited Kansas City Southern in Q4 2021, selling an estimated $3.47M.
  • IFM Investors's ten largest holdings make up 29% of its $5.45B portfolio in Q4 2021.
  • IFM Investors opened 30 new positions and closed 12 in Q4 2021.
  • IFM Investors's portfolio value rose 13% quarter-over-quarter to $5.45B.

Based on IFM Investors's 13F filing for Q4 2021, filed 18 Jan 2022.